Plan Ledger DOL Form 5500 · updated monthly

South Coast Lumber Co.401(k)

SOUTH COAST LUMBER CO. 401(K) EMPLOYEES' SAVINGS & PROFIT SHARING PLAN · BROOKINGS, OR · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

South Coast Lumber Co. reported $159,301 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,653 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 199th-largest of 1,021 plans among Oregon employers on file, and the 3,369th of 13,661 in manufacturing. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,445,019
Participants with balances655
Active participants554
Employer contributions$1,469,651
Employee contributions$2,739,402
Employer contribution per active participant$2,653
Average account balance$69,382
Benefits paid to participants$4,680,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.4M · 655 accts · $1.5M emplr
2023$41.4M · 620 accts · $1.3M emplr
2022$37.4M · 597 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,194
Investment management$45,120
Audit (IQPA)$19,987
Total administrative$159,301
The South Coast Lumber Co. 401(k) match · 2024
Employer contribution per active participant$2,653
Median for plans this size$2,416
2024$2,653 per active participant
2023$2,505 per active participant
2022$2,519 per active participant

South Coast Lumber Co.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$94,194
MORGAN STANLEY GLOBAL · Investment advisory (plan)$45,120
MOSS ADAMS · Accounting / audit$19,987

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$159,301 · 0.37%
2023$144,999 · 0.37%
2022$141,924 · 0.35%
Same employer
Similar plansManufacturing · Oregon
Collins Pine Company OR$52.3M · 0.04%
Fujimi Corporation OR$48.2M · 0.01%
Farwest Steel Corporation OR$47.9M · 0.29%
Leatherman Tool Group, Inc. OR$46.9M · 0.30%
Bright Wood Corporation OR$44.5M · 0.42%
Lacrosse Footwear, Inc. OR$43.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930522474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.